An experienced and committed team

Heidi McCaigue

Senior Client Associate

Heidi McCaigue is a Senior Registered Client Service Associate. She has over 20 years of experience in the financial services industry. Heidi prides herself in providing exceptional and quality client service. Heidi currently holds her Series 7 and 66 securities licenses and provides notary services for our clients.

Prior to joining UBS in 2008 Heidi was a Senior Registered Client Service Associate at Wachovia Securities.

Heidi lives in Burlington.  In her spare time, Heidi is involved with local animal shelters. She enjoys music and travel as well as spending time with her dog (Apple), family and friends.

Registered States:
  • CA
  • CT
  • FL
  • MA
  • ME
  • NH
  • NY
  • TX
55 William Street
3rd Floor
Wellesley, MA 02481

Email Me

Melissa Courtney

Authorized Officer

Senior Wealth Strategy Associate

Melissa Courtney is heavily involved in the day to day operations of our team with a focus on providing superior customer service and financial planning. She is a problem solver by nature and has a true passion for helping clients plan for and achieve their specific financial and retirement goals.  Her attention to detail, proactive approach and professionalism have been instrumental in building long term relationships with clients.

 

Melissa has over 15 years of experience in the financial services industry.  Prior to joining UBS, Melissa has worked at BlackRock, Bernstein Global Wealth Management, and Credit Suisse.  She has obtained her CFP® certification and holds her Series 7 and 63 securities licenses.  She has a B.S. in Finance from Bryant College in Smithfield, RI. 

 

Melissa and her husband live in Arlington, MA with their two children.  In addition to spending time with her family, she enjoys sports, reading, and travel.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PR
  • RI
  • TX
  • VA
  • VT
  • WY
55 William Street
3rd Floor
Wellesley, MA 02481

Email Me